thredUP, Inc. Class A (TDUP)

In the past six months, thredUP's stock has experienced significant movement. The share price was $6.42 as of January 5, 2026, a 333.78% increase from January 6, 2025. Q3 2025 earnings reported an EPS of -$0.03, surpassing estimates by 40.00%, with revenue of $82.16 million, also beating estimates. Analysts have given thredUP a consensus rating of "Moderate Buy" with a potential upside of approximately 104.2%. In the three months leading up to January 2026, insiders sold $887,269.00 more stock than they bought. The stock has shown a strong uptrend, with a 1-year increase of 387.20% as of January 2026. Kelly Bodnar Battles was appointed to the Board in November 2025.

thredUP experiences a notable seasonality in demand and supply, with a significant "spring cleaning surge" in late February and early March. During this period, thredUP receives approximately 40% more clean-out bags than usual. Items listed during this "Seller's Spree" period tend to sell up to 22% faster.

thredUP, Inc. operates an online resale platform for secondhand apparel, shoes, and accessories, offering a managed marketplace and a Resale-as-a-Service (RaaS) platform. The company aims to promote sustainability and reduce waste in the fashion industry and is categorized within the Consumer Discretionary sector and the Catalog/Specialty Distribution industry.

thredUP primarily operates its online resale platform in the United States, while the broader secondhand apparel market is recognized as a global phenomenon.

thredUP has cultivated a strong brand reputation centered on its commitment to sustainability and its role in the circular fashion economy. The company emphasizes its quantifiable impact through processing a significant volume of secondhand items. The expansion of its RaaS platform enhances its reputation as an innovative leader. thredUP's annual resale reports highlight the growth of the secondhand market, positioning the company as an authority. Technological innovations, such as AI shopping tools, enhance the customer experience. The launch of a "Fashion Footprint Calculator" aligns with its sustainability mission.

thredUP's ownership is primarily dominated by institutional investors, who control a significant portion of the company's stock. Company insiders also hold a notable stake, while individual investors and the general public hold the remaining shares.